We all know the axiom, location, location, location, from Real Estate agents.  For Financial Advisors it is about Optimization.  Optimize your systems, organize your financial life, get your practice healthy.  Lower your taxes and increase your bottom line at all levels is comprehensive financial planning at its core.  What gets measured gets managed, what gets managed gets improved.

 

My main job is to advise you.  I have been an Advisor for over 15 years.  For many of those years I primarily focused on Portfolio Management of client investments.  By the way this is my passion, however, I have also been learning that there are planning strategies to add value to a clients bottom line.  

 

Tax planning, cash flow, scheduling,  measuring key performance indicators and real time financial data could be helpful to monitor and measure a dental practice.  

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Investing Philosophy:

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• Core –Satellite Portfolios – VRC has developed portfolio management models targeted to meet the investment objectives, time horizon, financial situation and risk tolerance for Clients. Certain Clients may require a custom portfolio with- in the Core Satellite model.

• Portfolio Construction – VRC will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client.   Taking into account the current market trend, sectors and industries, and financials of companies.  VRC uses a due diligence process that involves both fundamental and technical analysis. 

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Financial Planning: 

 

The goal in our planning process is to create a one page financial plan that is updated as we meet.  This plan will give you a concise and accurate visual of your current assets all on one page.  Comprehensive planning begins with your taxes and ends with your investments. 

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